Hurricane Harvey Impact on Sectors: UBS Equity Strategy Report 2017

报告摘要

This report by UBS Evidence Lab analyzes the impact of Hurricane Harvey on various sectors, providing a framework for investors to assess short- and medium-term implications. Key highlights include: 1) Estimated 25bps drag on US GDP in H2 2017; 2) No change to core inflation despite temporary gasoline price spikes; 3) Exposed sectors beyond oil & gas include restaurants, autos, airlines, and retail; 4) Geospatial analysis identifies most impacted counties and companies like Home Depot, Lowe's, Sonic, and United Continental. Ideal for equity investors, strategists, and analysts seeking data-dri

📋 核心要点(部分)

1. UBS Evidence Lab Geospatial Analysis
2. Sector Impacts
3. Energy
4. Oil & Gas
5. US Oil Services